LAM
Lifestyle Asset Management’s Microsoft MSFT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.03M | Sell |
2,068
-18
| -0.9% | -$8.95K | 0.48% | 51 |
|
|
2025
Q1 | $783K | Buy |
2,086
+742
| +55% | +$279K | 0.43% | 52 |
|
|
2024
Q4 | $566K | Buy |
1,344
+87
| +7% | +$36.7K | 0.31% | 55 |
|
|
2024
Q3 | $541K | Buy |
1,257
+103
| +9% | +$44.3K | 0.3% | 56 |
|
|
2024
Q2 | $516K | Buy |
1,154
+22
| +2% | +$9.83K | 0.3% | 56 |
|
|
2024
Q1 | $476K | Sell |
1,132
-129
| -10% | -$54.3K | 0.28% | 54 |
|
|
2023
Q4 | $474K | Sell |
1,261
-131
| -9% | -$49.3K | 0.26% | 53 |
|
|
2023
Q3 | $440K | Buy |
1,392
+500
| +56% | +$158K | 0.27% | 50 |
|
|
2023
Q2 | $304K | Buy |
892
+11
| +1% | +$3.75K | 0.18% | 50 |
|
|
2023
Q1 | $254K | Sell |
881
-476
| -35% | -$137K | 0.17% | 50 |
|
|
2022
Q4 | $325K | Buy |
+1,357
| New | +$325K | 0.26% | 51 |
|